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| Morningstar Return Rating: | Above average | | Year to Date Return: | 49.45% | | 5-Year Average Return: | 3.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.05% | |
Worst 1-Yr Total Return (2008): | -49.64% | |
Best 3-Yr Total Return (2005-7): | 12.56% | |
Worst 3-Yr Total Return (2006-8): | -14.41% |
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| 1-Year: | 6.29% | | 3-Year: | -0.31% | | 5-Year: | 3.77% | | 10-Year: | -1.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ACPCX | Category | Diff | Index* | Diff | | Year To Date | 49.45 | 24.15 | 25.3 | 17.05 | 32.4 | | 1-Month | -1.96 | -2.25 | 0.29 | -1.86 | -0.1 | | 3-Month | 7.57 | 4.52 | 3.05 | 5.48 | 2.09 | | 1-Year | 29.00 | 15.35 | 13.65 | 9.80 | 19.2 | | 3-Year | -2.53 | -4.95 | 2.42 | -7.02 | 4.49 | | 5-Year | 3.01 | 0.99 | 2.02 | 0.33 | 2.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.83 | 42.81 | 19.02 | 45.76 | 16.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.15 | -17.14 | 1.99 | -18.25 | 3.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ACPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.64 | -40.67 | -8.97 | | 2007 | | | 21.05 | 13.35 | 7.70 | | 2006 | | | 2.85 | 7.05 | -4.20 | | 2005 | | | 14.54 | 6.71 | 7.83 | | 2004 | | | 6.23 | 7.81 | -1.58 | | 2003 | | | 20.49 | 28.66 | -8.17 | | 2002 | | | -25.96 | -27.64 | 1.68 | | 2001 | | | -16.87 | -22.30 | 5.43 | | 2000 | | | -12.91 | -13.05 | 0.14 | | 1999 | | | 12.96 | 38.87 | -25.91 |
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| PAST QUARTERLY RETURNS (%) FOR
ACPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.77 | 21.63 | 20.77 | N/A | | 2008 | -12.09 | 2.88 | -20.89 | -29.61 | | 2007 | 2.49 | 6.44 | 10.00 | 0.88 | | 2006 | 0.30 | -4.02 | 0.20 | 6.63 | | 2005 | -5.64 | 5.62 | 6.90 | 7.51 | | 2004 | 0.36 | 1.55 | -5.17 | 9.91 | | 2003 | -2.16 | 12.54 | 1.57 | 7.74 | | 2002 | -1.50 | -13.88 | -17.88 | 6.29 | | 2001 | -16.61 | 5.86 | -13.88 | 9.35 | | 2000 | 1.39 | -3.10 | -1.94 | -9.61 | | 1999 | N/A | N/A | N/A | 12.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 36 | 1802 | 2.00 | | 1-Month | 907 | 1890 | 47.99 | | 3-Month | 188 | 1884 | 9.98 | | 6-Month | 182 | 1827 | 9.96 | | 1-Year | 50 | 1797 | 2.78 | | 3-Year | 202 | 1518 | 13.31 | | 5-Year | 151 | 1251 | 12.07 |
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1.23% Nasdaq 0.00%
Performance
